What Makes Carpenter Technology (CRS) an Investment Choice?

Group 1 - TimesSquare Capital Management's "U.S. Mid Cap Growth Strategy" reported a gross return of 13.13% and a net return of 12.91% for Q2 2025, underperforming the Russell Midcap® Growth Index which returned 18.20% [1] - The fund's performance was attributed to double-digit returns in equities driven by improved global economic activity [1] - Carpenter Technology Corporation (NYSE:CRS) was highlighted as a key stock, with a one-month return of 0.61% and a 52-week gain of 52.72%, closing at $241.29 per share with a market capitalization of $12.505 billion [2] Group 2 - Carpenter Technology Corporation specializes in manufacturing engineered metals primarily for aerospace, and is part of a duopoly supplying high-performance alloys for jet engine combustion chambers [3] - The company benefits from a stronger balance sheet and higher margins compared to its competitor, with most revenues linked to spot-market prices allowing for flexible pricing strategies [3] - Despite its potential, Carpenter Technology Corporation is not among the top 30 most popular stocks among hedge funds, with 78 hedge fund portfolios holding its stock at the end of Q2 2025, an increase from 55 in the previous quarter [4]